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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
Ellevest Inc
New York
$62.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$83.8M
3
Northern Trust
Northern Trust
Illinois
$298M
4
Bank of America
Bank of America
North Carolina
$754M
5
Betterment LLC
Betterment LLC
New York
$321M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$410M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$87.5M
3
BlackRock
BlackRock
New York
$96.3M
4
Jane Street
Jane Street
New York
$12.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
326
Weil Company
California
$488K -$25.3K -317 -5%
BOH
327
Bank of Hawaii
Hawaii
$484K – – –
FG
328
Foster Group
Iowa
$481K +$20.9K +262 +5%
FFA
329
First Foundation Advisors
California
$478K -$65.1K -815 -12%
HWM
330
Hemington Wealth Management
Virginia
$474K – – –
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$471K -$80.6K -1,009 -15%
SFG
332
Sage Financial Group
Pennsylvania
$455K +$79.8K +999 +21%
SW
333
SVB Wealth
Massachusetts
$446K -$219K -2,744 -33%
AP
334
Appleton Partners
Massachusetts
$437K +$25.2K +315 +6%
DI
335
DDFG Inc
California
$433K +$84.4K +1,056 +24%
SDJVC
336
St. Denis J. Villere & Co
Louisiana
$431K – – –
FRA
337
Frank Rimerman Advisors
California
$428K – – –
BFP
338
Beacon Financial Planning
Massachusetts
$426K – – –
VNA
339
Valley National Advisers
Pennsylvania
$424K +$22.2K +279 +6%
MFA
340
Mayflower Financial Advisors
Massachusetts
$424K +$34.7K +1,434 +9%
AA
341
Advisory Alpha
Michigan
$423K +$37.9K +474 +10%
YIH
342
Y-Intercept (HK)
Hong Kong
$423K +$211K +2,635 +99%
IA
343
IFP Advisors
Florida
$421K +$50.3K +629 +14%
SWPG
344
Strategic Wealth Partners Group
Illinois
$413K -$83.3K -1,042 -17%
AWM
345
Apollon Wealth Management
South Carolina
$412K -$16.4K -205 -4%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$409K -$141K -1,762 -26%
NEPWA
347
New England Private Wealth Advisors
Massachusetts
$408K – – –
CB
348
Community Bank
New York
$407K -$1.2K -15 -0.3%
SC
349
Stephens Consulting
Michigan
$406K +$2.24K +28 +0.6%
PP
350
PDS Planning
Ohio
$403K +$4.71K +59 +1%
12 13
14
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